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    Managing your business

    Tap into practical strategies and information  to help enhance the way you manage your business.

    Information for advice professionals only.

    man writing on notepad
    Business Development 13 Jul 2020

    Managing your business in difficult times

    In their pursuit of new ways to engage clients, many advisers have transformed their business by embracing digital methods of engagement. Find out more, including how partnering with BT Panorama can help.
    Article
    Middle aged man playing a piano at home
    Mental health 17 Apr 2020

    The power of perspective

    The power of perspective - Another resilience-building strategy from Kamal Sarma. Find out how to focus on the things that matter today and stop stressing about the rest.
    Article

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    Girl getting groceries for an elderly
    Mental health 17 Apr 2020

    Yes but WHY?

    Another resilience-building strategy from Kamal Sarma. Find out how to create more meaning in your life and be better equipped to face life’s challenges.
    Article
    Middle aged woman walking her dog
    Mental health 17 Apr 2020

    Move like your mind needs it

    Move like your mind needs it - Another resilience-building strategy from Kamal Sarma. Find out how to introduce more movement into your day, improving your physical and mental well-being.
    Article
    Young woman jogging in the park
    Mental health 17 Apr 2020

    To breathe or not to breathe

    To breathe or not to breathe - Another resilience-building strategy from Kamal Sarma. Find out how to control your breathing and use it to calm your mind, body and emotions.
    Article
    Corporate lady
    Technical resource 11 Dec 2019

    Whitepaper: The critical trends impacting the future of US Wealth Advisory

    Discover what is impacting the future of US advisory services and learn more about the significant shifts in the advice industry. Download the BT’s Whitepaper.
    Technical resource
    2 men talking
    Wellbeing 10 Nov 2019

    Whitepaper: Five to thrive

    Kamal Sarma, an expert in the field of resilience and a former monk, shares five simple but powerful strategies to help advisers build resilience to business and personal stress.
    Article
    People talking to each other
    Mental health 28 Oct 2019

    Addressing the burgeoning issue of mental illness

    Mental health will be an issue most advisers will have to deal with at some time as life insurance can play an important part in recovery.
    Article
    Spectrum
    Customers 26 Sep 2019

    Changing customer demographics and the impact on advice

    A goals-based approach to advice can be the most effective way of helping your clients at every life stage.
    Webinar
    spectrum image
    Technology 26 Sep 2019

    Technology and advice landscapes

    Learning how digital advice and social media can help you acquire new clients and maintain good client relationships.
    Webinar
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    FASEA 26 Aug 2019

    Preparing for the FASEA exam

    New educational standards for advisers mean that most will need to sit and pass the FASEA exam by 2021, here are some tips for advisers preparing to sit the exam.
    Article
    Technology 19 Aug 2019

    The future of financial advice

    Looking at financial advice in the age of disruption – where business is affected by technology, client segments and regulation
    Webinar
    approved product list
    Managing your business 02 Jul 2019

    Approved Product List: potential benefits for registered financial advisers

    Having an Approved Product List (APL) may be valuable in today’s rigorous regulatory environment. We take a look at some of the key benefits of having an APL for registered financial advisers.
    Article
    professionals engaging with his clients
    Client engagement 18 Apr 2019

    The art of client engagement

    With established business models under threat, it is becoming more important for advisers to build trusted relationships with their clients.
    Article
    Article on way to demonstrate value to clients
    Client engagement 08 Jan 2019

    5 ways to demonstrate value to your clients

    One of the most effective and affordable ways to grow your business is to demonstrate your value through relationship-based marketing. Learn more.
    Article
    mountain climber
    Cyber security 10 Aug 2017

    Case studies – malware attacks

    Malware scams work by installing software on your computer that allows fraudsters to steal personal information and login details to commit fraudulent activities.
    Article

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